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anjisanford
Returning Member

NO 1099

I asked a question and it seems to be missing.

 

I received a "early distribution" check from my prior employers retirement fund that I knew nothing about.  I didn't ask for an early distribution or contributed to this fund.  They deducted fed and state taxes, but didn't give me a 1099 or anything.  How do I put this income into my tax return.

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1 Reply
KarenL
Employee Tax Expert

NO 1099

You will need to contact that prior employer to ask about a Form 1099-R.  If it is a true distribution from a "retirement fund" you should have received that form.  Keep in mind, many employers and fund managers are no longer mailing forms and you may need to obtain it online.  Either way, contacting the former employer will give you the information you need to obtain the 1099-R.  Once you have that, you can enter it into the software in the Retirement income area.

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